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Capital Investment Advisors’s Simon Property Group SPG Stock Holding History

Capital Investment Advisors’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$602K Buy
3,230
+128
+4% +$24.4K 0.01% 443
2025
Q4 		$574K Buy
3,102
+53
+2% +$9.63K 0.01% 451
2025
Q3 		$572K Buy
3,049
+19
+0.6% +$3.28K 0.01% 445
2025
Q2 		$487K Sell
3,030
-56
-2% -$8.85K 0.01% 458
2025
Q1 		$512K Buy
3,086
+66
+2% +$11.5K 0.01% 432
2024
Q4 		$520K Buy
3,020
+25
+0.8% +$4.39K 0.01% 417
2024
Q3 		$506K Buy
2,995
+483
+19% +$76.5K 0.01% 404
2024
Q2 		$381K Sell
2,512
-54
-2% -$7.96K 0.01% 452
2024
Q1 		$402K Sell
2,566
-566
-18% -$83K 0.01% 434
2023
Q4 		$447K Buy
3,132
+161
+5% +$19.5K 0.01% 399
2023
Q3 		$321K Sell
2,971
-418
-12% -$49K 0.01% 436
2023
Q2 		$391K Sell
3,389
-244
-7% -$26.6K 0.01% 380
2023
Q1 		$407K Sell
3,633
-210
-5% -$25.1K 0.01% 382
2022
Q4 		$451K Sell
3,843
-40
-1% -$4.45K 0.01% 371
2022
Q3 		$349K Buy
3,883
+670
+21% +$68.5K 0.01% 385
2022
Q2 		$305K Sell
3,213
-40
-1% -$4.58K 0.01% 421
2022
Q1 		$428K Sell
3,253
-1,597
-33% -$228K 0.01% 388
2021
Q4 		$775K Sell
4,850
-3,670
-43% -$560K 0.02% 317
2021
Q3 		$1.11M Sell
8,520
-825
-9% -$107K 0.04% 251
2021
Q2 		$1.22M Sell
9,345
-1,079
-10% -$134K 0.04% 238
2021
Q1 		$1.19M Sell
10,424
-1,366
-12% -$142K 0.04% 232
2020
Q4 		$1M Sell
11,790
-1,411
-11% -$108K 0.04% 243
2020
Q3 		$854K Sell
13,201
-8,076
-38% -$529K 0.04% 247
2020
Q2 		$1.46M Sell
21,277
-5,991
-22% -$376K 0.08% 169
2020
Q1 		$1.5M Sell
27,268
-18,664
-41% -$2.23M 0.1% 153
2019
Q4 		$6.84M Buy
45,932
+3,648
+9% +$547K 0.33% 78
2019
Q3 		$6.58M Buy
42,284
+3,110
+8% +$484K 0.35% 77
2019
Q2 		$6.26M Buy
39,174
+1,570
+4% +$270K 0.34% 74
2019
Q1 		$6.85M Sell
37,604
-11,530
-23% -$2.05M 0.4% 60
2018
Q4 		$8.25M Buy
49,134
+1,462
+3% +$261K 0.55% 44
2018
Q3 		$8.43M Buy
47,672
+9,394
+25% +$1.66M 0.5% 47
2018
Q2 		$6.51M Buy
38,278
+6,537
+21% +$1.04M 0.41% 57
2018
Q1 		$4.9M Buy
31,741
+18,579
+141% +$2.96M 0.32% 69
2017
Q4 		$2.26M Buy
13,162
+1,079
+9% +$175K 0.15% 132
2017
Q3 		$1.95M Buy
12,083
+1,876
+18% +$300K 0.13% 143
2017
Q2 		$1.65M Buy
10,207
+2,922
+40% +$476K 0.12% 150
2017
Q1 		$1.25M Buy
+7,285
New +$1.3M 0.1% 179

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Investment Advisors's SPG Position: Q1 2026 in Review

Capital Investment Advisors increased its Simon Property Group (SPG) stake by 4.1% in Q1 2026, buying an estimated $24.4K and bringing the position to 3,230 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #443.

Capital Investment Advisors first reported a position in SPG in Q1 2017 and has held it in 37 quarters since. The position peaked at $8.43M in Q3 2018. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Capital Investment Advisors held 3,230 shares of Simon Property Group worth $602K as of Q1 2026.
  • Capital Investment Advisors bought 128 Simon Property Group shares in Q1 2026, an estimated $24.4K.
  • Simon Property Group made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #443 holding.
  • Capital Investment Advisors first reported a position in Simon Property Group in Q1 2017 and has held it in 37 quarters since.
  • Capital Investment Advisors's Simon Property Group position peaked at $8.43M in Q3 2018.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.